Financial Avengers, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 4, 2026), Financial Avengers, Inc. reported 145 stock positions worth $244.0 million. Its top holding was Nvidia (NVDA) at 13.7% of the portfolio, followed by Amazon.com (AMZN, 10.5%) and Alphabet Class C (GOOG, 10.4%). Compared with Q3 2025, it opened 7 new positions, sold out of 3, added to 60 and reduced 32. The biggest buy was Vanguard Total Bond Market (BND, shares +28%) and the biggest sale Nvidia (NVDA, shares −3%).

Most Recent 13F
Q2 2026
Location
OAKLAND, CA
CIK
0001844393
Portfolio Value
$244.0M (Q4 2025)
SEC Filing
0001844393-26-000002 ↗ filed Mar 4, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $188.4M Q1 2024 Q2 2024: $188.4M Q2 2024 Q3 2024: $203.2M Q3 2024 Q4 2024: $212.0M Q4 2024 Q1 2025: $197.4M Q1 2025 Q2 2025: $215.4M Q2 2025 Q3 2025: $232.5M Q3 2025 Q4 2025: $244.0M $244.0M Q4 2025 Q1 2026: $219.3M Q1 2026 Q2 2026: $241.1M Q2 2026

Holdings 145 stocks · $244.0M
NVDA Nvidia Corp. 13.73% 179,643 $33.5M Reduce -3.3%
AMZN Amazon.com Inc. 10.52% 111,209 $25.7M Reduce -2.8%
GOOG Alphabet Inc. Class C 10.37% 80,636 $25.3M Reduce -2.6%
AAPL Apple Inc. 9.96% 89,442 $24.3M Reduce -2.5%
BRK.B Berkshire Hathaway Inc. Class B 7.65% 37,166 $18.7M Reduce -0.3%
SCHW Schwab (charles) Corp. 5.99% 146,354 $14.6M Reduce -1.9%
AXP American Express Co. 5.79% 38,213 $14.1M Reduce -2.2%
JNJ Johnson & Johnson 4.19% 49,446 $10.2M Add +0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 4.03% 178,634 $9.8M Reduce -1.8%
SHOP Shopify Inc. Class A 3.12% 47,359 $7.6M Add +5.0%
MSFT Microsoft Corp. 3.09% 15,613 $7.6M Reduce -1.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.34% 50,267 $5.7M Reduce -0.3%
PG The Procter & Gamble Co. 2.19% 37,218 $5.3M Add +0.3%
USIG iShares Broad Usd Investment 1.91% 90,019 $4.7M Add +23.6%
VZ Verizon Communications Inc. 1.67% 100,291 $4.1M Add +5.0%
BND Vanguard Total Bond Market 1.60% 52,723 $3.9M Add +27.6%
SBUX Starbucks Corp. 1.52% 44,154 $3.7M Add +1.4%
ADBE Adobe Inc. 1.20% 8,392 $2.9M Add +0.7%
PFE Pfizer Inc. 1.12% 109,897 $2.7M Add +11.8%
TSLA Tesla Inc. 1.08% 5,860 $2.6M Reduce -0.2%
GOOGL Alphabet Inc. Class A 1.01% 7,854 $2.5M Reduce -2.8%
KVUE Kenvue Inc. 0.71% 100,549 $1.7M Reduce -5.9%
MMM 3M Co. 0.68% 10,426 $1.7M Add +9.0%
BRK.A Berkshire Hathaway Inc. Class A 0.62% 2 $1.5M No change
LLY Eli Lilly & Co. 0.60% 1,358 $1.5M Reduce -4.4%
RYCEY Rolls-Royce Holdings-SP ADR 0.51% 78,925 $1.2M Add +18.9%
META Meta Platforms Inc. Class A 0.30% 1,113 $734K Add +8.9%
AMD Advanced Micro Devices 0.24% 2,685 $575K Reduce -10.5%
LVMUY LVMH Moet Hennessy-Unsp ADR 0.12% 1,975 $298K Add +186.2%
COST Costco Wholesale Corp. 0.11% 306 $264K Reduce -0.7%
JPM JPMorgan Chase & Co. 0.11% 809 $261K Add +0.4%
GE General Electric filed as GE AEROSPACE 0.10% 814 $251K Add +0.1%
V Visa Inc. Class A 0.10% 683 $239K Add +0.3%
ADP Automatic Data Processing 0.09% 876 $225K Add +0.5%
T AT&T Inc. 0.07% 7,110 $177K Add +0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 555 $165K Add +0.5%
GILD Gilead Sciences Inc. 0.07% 1,327 $163K Add +0.6%
GEV GE Vernova Inc. 0.07% 243 $159K No change
ACGL Arch Capital Group Ltd. 0.06% 1,640 $157K Reduce -1.5%
CSCO Cisco Systems Inc. 0.06% 2,000 $154K No change
HD Home Depot Inc. 0.05% 323 $111K Add +0.6%
F Ford Motor Co. filed as FORD MTR CO 0.05% 8,446 $111K Add +0.8%
NFLX Netflix Inc. 0.05% 1,175 $110K Reduce -2.1%
ABT Abbott Laboratories 0.04% 729 $91K Add +0.6%
TIC Tic Solutions Inc. 0.04% 9,000 $91K No change
UNH Unitedhealth Group Inc. 0.04% 274 $90K Reduce -17.2%
TMO Thermo Fisher Scientific Inc. 0.04% 151 $88K No change
AVGO Broadcom Inc. 0.03% 230 $79K Add +0.4%
DBX Dropbox Inc. Class A 0.03% 2,650 $74K Reduce -8.6%
NKE Nike Inc. Class B 0.03% 1,126 $72K Add +0.5%
GLW Corning Inc. 0.03% 797 $70K Add +0.4%
HAPN Happen Inc. filed as LENDINGCLUB CORP 0.03% 3,500 $66K Reduce -12.5%
ASML ASML Holding NV-NY Reg SHS 0.03% 60 $64K No change
TXN Texas Instruments Inc. 0.03% 366 $63K Reduce -30.8%
WMT Walmart Inc. 0.03% 567 $63K No change
ISRG Intuitive Surgical Inc. 0.03% 110 $62K Reduce -8.3%
ADSK Autodesk Inc. 0.02% 200 $59K Reduce -20.0%
FSLR First Solar Inc. 0.02% 225 $59K Reduce -4.7%
AEP American Electric Power 0.02% 505 $58K Reduce -9.0%
VRTX Vertex Pharmaceuticals Inc. 0.02% 125 $57K No change
MCHP Microchip Technology Inc. 0.02% 862 $55K Add +0.7%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.02% 611 $51K Add +0.7%
CLX Clorox Company 0.02% 475 $48K Add +1.1%
TMFG Motley Fool Global Opp 0.02% 1,555 $47K Add +0.3%
KO The Coca-Cola Co. 0.02% 657 $46K Add +1.6%
DHR Danaher Corp. 0.02% 185 $42K No change
INTC Intel Corp. 0.02% 1,146 $42K No change
EBAY eBay Inc. 0.02% 450 $39K Add +0.5%
TAK Takeda Pharmaceutic-SP ADR 0.02% 2,500 $39K No change
PEP Pepsico Inc. 0.02% 263 $38K Reduce -12.3%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.01% 559 $35K Add +1.3%
UL Unilever PLC-Sponsored ADR 0.01% 537 $35K Add +0.2%
MDB Mongodb Inc. 0.01% 80 $34K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 105 $32K No change
JSTC Adasina Social Justice GLB 0.01% 1,554 $32K Add +0.8%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.01% 461 $30K New
GLD SPDR Gold Shares 0.01% 75 $30K Add +15.4%
HSY The Hershey Co. 0.01% 161 $29K Add +0.6%
CAT Caterpillar Inc. 0.01% 50 $29K No change
LEVI Levi Strauss & Co. Class A 0.01% 1,259 $26K Add +0.7%
UNP Union Pacific Corp. 0.01% 112 $26K No change
USB US Bancorp 0.01% 474 $25K Add +1.1%
GM General Motors Co. 0.01% 302 $25K Add +0.3%
TGT Target Corp. 0.01% 250 $24K Add +1.2%
AHR American Healthcare REIT Inc. 0.01% 500 $24K Reduce -46.0%
XLV SS Health Care Select Sector 0.01% 151 $23K Reduce -27.4%
AMAT Applied Materials Inc. 0.01% 90 $23K Reduce -13.5%
VEEV Veeva Systems Inc. Class A 0.01% 100 $22K No change
KMI Kinder Morgan Inc. 0.01% 807 $22K Add +1.1%
CMI Cummins Inc. 0.01% 40 $20K No change
GEHC GE Healthcare Technology 0.01% 234 $19K No change
PEBO Peoples Bancorp Inc. 0.01% 634 $19K Add +1.4%
DAL Delta Air Lines Inc. 0.01% 257 $18K Add +0.4%
NI Nisource Inc. 0.01% 417 $17K Add +0.7%
PBE Invesco Biotechnology & Geno 0.01% 202 $17K Add +0.5%
OMCL Omnicell Inc. 0.01% 350 $16K No change
YUM Yum! Brands Inc. 0.01% 104 $16K No change
MRK Merck & Co. Inc. 0.01% 145 $15K Add +0.7%
XLK SS Technology Select Sector 0.01% 101 $15K Reduce -50.5%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.01% 101 $14K No change
WBD Warner Bros Discovery Inc. 0.01% 485 $14K No change
APH Amphenol Corp. Class A 0.01% 103 $14K No change
CSX CSX Corp. 0.01% 346 $13K Add +0.3%
ABBV Abbvie Inc. 0.00% 50 $11K Add +2.0%
EIX Edison International 0.00% 185 $11K Add +1.6%
CVX Chevron Corp. 0.00% 71 $11K Add +1.4%
TCOM Trip.com Group Ltd.-ADR 0.00% 150 $11K No change
VGT Vanguard Info Tech ETF 0.00% 14 $11K No change
AMT American Tower Corp. 0.00% 60 $11K No change
PSA Public Storage 0.00% 36 $9K Add +2.9%
STAG Stag Industrial Inc. 0.00% 228 $8K Add +0.9%
ED Consolidated Edison Inc. 0.00% 80 $8K Add +1.3%
LYFT LYFT Inc. Class A 0.00% 400 $8K No change
BMY Bristol-Myers Squibb Co. 0.00% 138 $7K Add +1.5%
KD Kyndryl Holdings Inc. 0.00% 279 $7K No change
AMGN Amgen Inc. 0.00% 21 $7K No change
ABNB Airbnb Inc. Class A 0.00% 50 $7K No change
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.00% 50 $6K No change
HESAY Hermes Intl-Unsponsored ADR 0.00% 25 $6K No change
MA Mastercard Inc. Class A 0.00% 11 $6K Reduce -47.6%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.00% 57 $6K Add +1.8%
LUMN Lumen Technologies Inc. 0.00% 717 $6K No change
BOX Box Inc. Class A 0.00% 150 $4K No change
PBI Pitney Bowes Inc. 0.00% 416 $4K Add +0.7%
CRI Carter's Inc. 0.00% 134 $4K Add +0.8%
AIG American International Group 0.00% 49 $4K No change
RBLX Roblox Corp. Class A 0.00% 50 $4K No change
COTY Coty Inc. Class A 0.00% 1,232 $4K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.00% 5 $3K New
MPT Medical Properties Trust Inc. 0.00% 680 $3K Add +1.5%
SOFI Sofi Technologies Inc. 0.00% 100 $3K New
PRDSY Prada S.P.A.-Unsp ADR 0.00% 200 $2K No change
BKD Brookdale Senior Living Inc. 0.00% 200 $2K New
QS Quantumscape Corp. 0.00% 200 $2K New
WAB Wabtec Corp. 0.00% 9 $2K No change
MICC The Magnum Ice Cream Co. NV 0.00% 121 $2K No change
GIS General Mills Inc. 0.00% 39 $2K No change
LDOS Leidos Holdings Inc. 0.00% 10 $2K New
TMUS T-Mobile US Inc. 0.00% 7 $1K No change
MVIS Microvision Inc. 0.00% 1,000 $828 No change
ZM Zoom Communications Inc. 0.00% 5 $431 No change
RIVN Rivian Automotive Inc. Class A 0.00% 20 $394 New
VTRS Viatris Inc. 0.00% 20 $245 Add +5.3%
GSAT Globalstar Inc. 0.00% 3 $183 No change
WALGREENS BOOTS ALLIANCE 0.00% 367 $0 No change

Portfolio Sells Q3 2025 → Q4 2025
NVDA Nvidia Corp. Reduce -3.3% 13.73% −1.18
MSFT Microsoft Corp. Reduce -1.5% 3.09% −0.44
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 7.65% −0.41
AMZN Amazon.com Inc. Reduce -2.8% 10.52% −0.29
DIS The Walt Disney Co. Reduce -0.3% 2.34% −0.14
SCHW Schwab (charles) Corp. Reduce -1.9% 5.99% −0.13
AAPL Apple Inc. Reduce -2.5% 9.96% −0.08
FTNT Fortinet Inc. Sold out 0.00% −0.04
TSLA Tesla Inc. Reduce -0.2% 1.08% −0.04
KVUE Kenvue Inc. Reduce -5.9% 0.71% −0.04
NFLX Netflix Inc. Reduce -2.1% 0.05% −0.02
TXN Texas Instruments Inc. Reduce -30.8% 0.03% −0.02
COST Costco Wholesale Corp. Reduce -0.7% 0.11% −0.01
UNH Unitedhealth Group Inc. Reduce -17.2% 0.04% −0.01
ADSK Autodesk Inc. Reduce -20.0% 0.02% −0.01
BAC Bank of America Corp. Reduce -1.8% 4.03% −0.01
SSNC Ss&c Technologies Holdings Sold out 0.00% −0.01
DBX Dropbox Inc. Class A Reduce -8.6% 0.03% −0.01
AHR American Healthcare REIT Inc. Reduce -46.0% 0.01% −0.01
XLK SS Technology Select Sector Reduce -50.5% 0.01% −0.01
IWN iShares Russell 2000 Value E Sold out 0.00% −0.00
AEP American Electric Power Reduce -9.0% 0.02% −0.00
XLV SS Health Care Select Sector Reduce -27.4% 0.01% −0.00
PEP Pepsico Inc. Reduce -12.3% 0.02% −0.00
MA Mastercard Inc. Class A Reduce -47.6% 0.00% −0.00
ACGL Arch Capital Group Ltd. Reduce -1.5% 0.06% −0.00
AMAT Applied Materials Inc. Reduce -13.5% 0.01% +0.00
HAPN Happen Inc. Reduce -12.5% 0.03% +0.00
FSLR First Solar Inc. Reduce -4.7% 0.02% +0.00
ISRG Intuitive Surgical Inc. Reduce -8.3% 0.03% +0.00
AMD Advanced Micro Devices Reduce -10.5% 0.24% +0.03
LLY Eli Lilly & Co. Reduce -4.4% 0.60% +0.13
GOOGL Alphabet Inc. Class A Reduce -2.8% 1.01% +0.16
AXP American Express Co. Reduce -2.2% 5.79% +0.21
GOOG Alphabet Inc. Class C Reduce -2.6% 10.37% +1.70

Portfolio Buys Q3 2025 → Q4 2025
BND Vanguard Total Bond Market Add +27.6% 1.60% +0.28
USIG iShares Broad Usd Investment Add +23.6% 1.91% +0.27
JNJ Johnson & Johnson Add +0.6% 4.19% +0.27
SHOP Shopify Inc. Class A Add +5.0% 3.12% +0.24
LVMUY LVMH Moet Hennessy-Unsp ADR Add +186.2% 0.12% +0.09
RYCEY Rolls-Royce Holdings-SP ADR Add +18.9% 0.51% +0.05
MMM 3M Co. Add +9.0% 0.68% +0.05
PFE Pfizer Inc. Add +11.8% 1.12% +0.04
AKRE Akre Focus ETF New 0.01% +0.01
GILD Gilead Sciences Inc. Add +0.6% 0.07% +0.00
F Ford Motor Co. Add +0.8% 0.05% +0.00
GM General Motors Co. Add +0.3% 0.01% +0.00
GLD SPDR Gold Shares Add +15.4% 0.01% +0.00
SPY SS SPDR S&P 500 ETF Trust-US New 0.00% +0.00
DAL Delta Air Lines Inc. Add +0.4% 0.01% +0.00
MRK Merck & Co. Inc. Add +0.7% 0.01% +0.00
SOFI Sofi Technologies Inc. New 0.00% +0.00
BKD Brookdale Senior Living Inc. New 0.00% +0.00
QS Quantumscape Corp. New 0.00% +0.00
PBE Invesco Biotechnology & Geno Add +0.5% 0.01% +0.00
LDOS Leidos Holdings Inc. New 0.00% +0.00
GLW Corning Inc. Add +0.4% 0.03% +0.00
USB US Bancorp Add +1.1% 0.01% +0.00
TGT Target Corp. Add +1.2% 0.01% +0.00
BMY Bristol-Myers Squibb Co. Add +1.5% 0.00% +0.00
KO The Coca-Cola Co. Add +1.6% 0.02% +0.00
IBM Intl Business Machines Corp. Add +0.5% 0.07% +0.00
CRI Carter's Inc. Add +0.8% 0.00% +0.00
EIX Edison International Add +1.6% 0.00% +0.00
RIVN Rivian Automotive Inc. Class A New 0.00% +0.00
AVGO Broadcom Inc. Add +0.4% 0.03% +0.00
STAG Stag Industrial Inc. Add +0.9% 0.00% 0.00
VTRS Viatris Inc. Add +5.3% 0.00% 0.00
CSX CSX Corp. Add +0.3% 0.01% −0.00
MPT Medical Properties Trust Inc. Add +1.5% 0.00% −0.00
ED Consolidated Edison Inc. Add +1.3% 0.00% −0.00
PBI Pitney Bowes Inc. Add +0.7% 0.00% −0.00
ABBV Abbvie Inc. Add +2.0% 0.00% −0.00
CVX Chevron Corp. Add +1.4% 0.00% −0.00
PEBO Peoples Bancorp Inc. Add +1.4% 0.01% −0.00
SJM The JM Smucker Co. Add +1.8% 0.00% −0.00
JSTC Adasina Social Justice GLB Add +0.8% 0.01% −0.00
KMI Kinder Morgan Inc. Add +1.1% 0.01% −0.00
NI Nisource Inc. Add +0.7% 0.01% −0.00
PSA Public Storage Add +2.9% 0.00% −0.00
TMFG Motley Fool Global Opp Add +0.3% 0.02% −0.00
VMRK Vivmark Residential Add +1.3% 0.01% −0.00
HSY The Hershey Co. Add +0.6% 0.01% −0.00
UL Unilever PLC-Sponsored ADR Add +0.2% 0.01% −0.00
MCHP Microchip Technology Inc. Add +0.7% 0.02% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$241.1MNVDA, GOOG, AMZN, AAPL, BRK.B
Q1 2026 151$219.3MNVDA, AMZN, AAPL, GOOG, BRK.B
Q4 2025Amended 145$244.0MNVDA, AMZN, GOOG, AAPL, BRK.B
Q3 2025 140$232.5MNVDA, AMZN, AAPL, GOOG, BRK.B
Q2 2025 140$215.4MNVDA, AMZN, AAPL, BRK.B, GOOG
Q1 2025Amended 147$197.4MAMZN, AAPL, NVDA, BRK.B, GOOG
Q4 2024 160$212.0MAMZN, NVDA, AAPL, BRK.B, GOOG
Q3 2024 176$203.2MAAPL, NVDA, AMZN, BRK.B, GOOG
Q2 2024 155$188.4MNVDA, AMZN, AAPL, GOOGL, BRK.B
Q1 2024 153$188.4MAMZN, NVDA, AAPL, BRK.B, GOOG